CIK 1464811
B. Riley Wealth Advisors, Inc.
Institutional 13F holdings & portfolio
Holdings
934
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
6
Holdings
13F filings as of Dec 31, 2025 · Showing 601–650 of 934
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| VTWO | VANGUARD SCOTTSDALE FDS | 4K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 1K | $100K–$500K | SH |
| ILCB | ISHARES TR | 4K | $100K–$500K | SH |
| AIG | AMERICAN INTL GROUP INC | 5K | $100K–$500K | SH |
| EQT | EQT CORP | 7K | $100K–$500K | SH |
| TTD | THE TRADE DESK INC | 10K | $100K–$500K | SH |
| CTRA | COTERRA ENERGY INC | 14K | $100K–$500K | SH |
| RVMD | REVOLUTION MEDICINES INC | 5K | $100K–$500K | SH |
| DEM | WISDOMTREE TR | 8K | $100K–$500K | SH |
| SPTI | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| RIVN | RIVIAN AUTOMOTIVE INC | 19K | $100K–$500K | SH |
| HPE | HEWLETT PACKARD ENTERPRISE C | 15K | $100K–$500K | SH |
| DURA | VANECK ETF TRUST | 11K | $100K–$500K | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 30K | $100K–$500K | SH |
| IUSV | ISHARES TR | 4K | $100K–$500K | SH |
| EOI | EATON VANCE ENHANCED EQUITY | 18K | $100K–$500K | SH |
| PRU | PRUDENTIAL FINL INC | 3K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 930 | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 1K | $100K–$500K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F | 4K | $100K–$500K | SH |
| EXPD | EXPEDITORS INTL WASH INC | 2K | $100K–$500K | SH |
| TMFC | RBB FD INC | 5K | $100K–$500K | SH |
| JKHY | HENRY JACK & ASSOC INC | 2K | $100K–$500K | SH |
| MDLZ | MONDELEZ INTL INC | 7K | $100K–$500K | SH |
| ICE | INTERCONTINENTAL EXCHANGE IN | 2K | $100K–$500K | SH |
| VOD | VODAFONE GROUP PLC NEW | 27K | $100K–$500K | SH |
| BKNG | BOOKING HOLDINGS INC | 66 | $100K–$500K | SH |
| SONY | SONY GROUP CORP | 14K | $100K–$500K | SH |
| PTY | PIMCO CORPORATE & INCOME OPP | 27K | $100K–$500K | SH |
| BIIB | BIOGEN INC | 2K | $100K–$500K | SH |
| MWA | MUELLER WTR PRODS INC | 15K | $100K–$500K | SH |
| LEN | LENNAR CORP | 3K | $100K–$500K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI | 9K | $100K–$500K | SH |
| PAHC | PHIBRO ANIMAL HEALTH CORP | 9K | $100K–$500K | SH |
| FTAI | FTAI AVIATION LTD | 2K | $100K–$500K | SH |
| UAL | UNITED AIRLS HLDGS INC | 3K | $100K–$500K | SH |
| IGV | ISHARES TR | 3K | $100K–$500K | SH |
| WEC | WEC ENERGY GROUP INC | 3K | $100K–$500K | SH |
| CALF | PACER FDS TR | 8K | $100K–$500K | SH |
| SCHZ | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| SMDV | PROSHARES TR | 5K | $100K–$500K | SH |
| OMC | OMNICOM GROUP INC | 4K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 8K | $100K–$500K | SH |
| IXUS | ISHARES TR | 4K | $100K–$500K | SH |
| ETHA | ISHARES ETHEREUM TR | 15K | $100K–$500K | SH |
| SOLV | SOLVENTUM CORP | 4K | $100K–$500K | SH |
| CTAS | CINTAS CORP | 2K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 2K | $100K–$500K | SH |
| IQV | IQVIA HLDGS INC | 2K | $100K–$500K | SH |
| VTRS | VIATRIS INC | 27K | $100K–$500K | SH |